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Kaley Bockhop, CFP®, CPA

Partner & Chief Financial Officer

Kaley Bockhop is a partner and serves as Chief Financial Officer and as an Investment Advisor at Rosemeyer Management Group. With a strong foundation in taxation and accounting, Kaley brings deep insight into long-term tax strategies that enhance her clients’ retirement plans. She works closely with individuals and families to ensure their financial decisions today support meaningful goals tomorrow—whether that means funding retirement, preserving wealth, or planning a legacy.

Her ability to integrate complex tax knowledge into practical financial plans allows her to build lasting relationships grounded in trust and clarity. Kaley combines this financial expertise with the comprehensive tools of RMG’s planning platform to help each client reach their personal definition of success.

Born and raised in southwest Wisconsin, Kaley still finds peace and joy in the simplicity of rural life. She and her husband, Luke, reside just outside of Platteville.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Bachelor of Science – Accounting, Agricultural Business, Animal Science, and Biology (Minor), University of Wisconsin - Platteville

A Dream Destination

Northern Wisconsin—For me, there’s no place like the Northwoods—peaceful and beautiful in every season.

A Piece of Financial Wisdom

Something Unexpected

I’m passionate about raising cattle and have always had a soft spot for the color purple (in any shade!)

Money Perspective

Guiding Value

Currently Learning

On a Typical Weekend

I love being outdoors—whether I’m walking in the woods or working on the farm.

Something That Brings Me Joy

Compassion—I believe that leading with compassion—professionally and personally—is the key to building genuine trust and connection.

Favorite Part of My Work

I never take for granted when a client says, “I trust you.” That kind of trust is earned, and it’s one of the most meaningful parts of what I do.